SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 781 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 2.08 and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $21,442,654 | +0.1% | 233,631 | +0.1% | 2.60% | +0.7% |
| Q1 2024 | $21,420,521 | +24.6% | 233,339 | +24.1% | 2.59% | +13.1% |
| Q4 2023 | $17,185,250 | -2.2% | 188,043 | -1.8% | 2.29% | -14.1% |
| Q3 2023 | $17,579,490 | -7.6% | 191,456 | -7.6% | 2.66% | -3.1% |
| Q2 2023 | $19,026,481 | +42.3% | 207,215 | +42.3% | 2.75% | +35.6% |
| Q1 2023 | $13,372,389 | – | 145,637 | – | 2.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Abich Financial Wealth Management LLC | 713,950 | $65,526,331 | 44.56% |
| Impact Partnership Wealth, LLC | 1,065,542 | $97,795,466 | 25.69% |
| Hershey Financial Advisers, LLC | 310,547 | $28,502,051 | 25.58% |
| ALETHEA CAPITAL MANAGEMENT, LLC | 360,028 | $33,043,393 | 25.07% |
| Savior LLC | 47,351 | $4,345,878 | 22.61% |
| Titan Manages, LLC | 143,087 | $13,132,494 | 20.62% |
| Twelve Points Wealth Management LLC | 620,487 | $56,948,326 | 20.03% |
| Second Half Financial Partners, LLC | 271,026 | $24,874,793 | 19.91% |
| Hibernia Wealth Partners, LLC | 597,374 | $54,826,748 | 19.09% |
| UDINE WEALTH MANAGEMENT, INC. | 253,167 | $23,235,667 | 16.19% |